Overview
Assets Under Management: $180 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 181
Average Client Assets: $0.9 million
Frequently Asked Questions
INTEGRE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129699), INTEGRE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INTEGRE ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
INTEGRE ASSET MANAGEMENT, LLC serves 181 high-net-worth clients according to their SEC filing dated May 18, 2018. View client details ↓
According to their SEC Form ADV, INTEGRE ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INTEGRE ASSET MANAGEMENT, LLC manages $180 million in client assets according to their SEC filing dated May 18, 2018.
According to their SEC Form ADV, INTEGRE ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 181
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.07%
Average Client Assets: $0.9 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 129699
Filing ID: 1219041
Last Filing Date: 2018-05-18 16:46:00